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Jim Famularo joined U.S. Retirement & Benefits Partners (USRBP) in March 2022 as Integration Project Manager. Jim has over 30 years’ experience leading multiple retirement service organizations. Previously, Jim worked for CUNA Mutual group from 2013–2021 as vice president of Customer Service and Operations where he was responsible for all Retirement Service and Operations, integrating […]

David Martell joined U.S. Retirement & Benefits Partners (USRBP) in October 2023 in a strategic consulting capacity, in which he supports various USRBP initiatives in collaboration with various Partner Firms. For over four decades, David has worked in various areas of education. His previous roles included auditing public schools as a Certified Public Accountant, Analyst […]

U.S. Retirement Partners (USRP) announced today that the National Tax–deferred Savings Association (NTSA) has recognized Frank Owen, CLU, ChFC as a recipient of the “NTSA Elite Advisor Award” at their annual 403(b) Summit. The award is an annual member recognition program that has been established to honor retirement plan advisors who have helped shape best […]

U.S. Retirement Partners (USRP) announced today that its member firm, The OMNI Group, has promoted Robert McLean to Vice President, General Counsel & Chief Compliance Officer. The OMNI Group is an independent full–service Third Party Administrator that offers services for all aspects of retirement plan administration. Mr. McLean will continue his role as General Counsel, […]

U.S. Retirement Partners (USRP) announced today that Robert McLean has been named as the new President and Chief Executive Officer of its member firm, The OMNI Group, Inc. Previously, as Vice President, Rob also served as General Counsel and Chief Compliance Officer and played a key role in developing 403(b) and 457(b) plan documents, as […]

U.S. Employee Benefits Services Group (USEBSG) announced today that its member firm, OMNI, has opened a West Coast client services office in Concord, CA.  OMNI is a leading independent third party administrator (TPA) based in Rochester, NY and serves clients nationally. The office will serve the many new clients coming to OMNI through extensive growth, […]

U.S. Retirement & Benefits Partners (USRBP) was proudly represented by several of its industry experts at the Workplace Benefits Renaissance conference held in Atlantic City, NJ from February 27–March 1, 2018.  The annual conference brings together 500+ brokers, agents, advisers, and industry partners to discover the latest strategic approaches, tools and technologies to grow their […]

Ron Fishman is a Principal and Managing Partner of PASI (Pension Administrative Services, Inc.), which joined U.S. Retirement & Benefits Partners in September 2023. Ron has over 30 years of experience working in the design, administration, and implementation of qualified and non–qualified retirement plans. Prior to being a principal of PASI, he was a principal […]

Mitch Besvinick is President of InnoBenefits, which was acquired by U.S. Retirement & Benefits Partners in December 2018.  The company provides consulting, compliance, and implementation services in the employee benefit field for companies, organizations and associations. Mitch has spent the past 30 years involved in the health insurance field specializing in group medical plans as […]